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Why Subscribe to True North Alpha

A Transparent, Rules-Based Equity Model— Accessible to Individual Investors

True North Alpha is not a conventional newsletter, nor is it driven by opinion, narrative, or discretionary views.

It is a systematic equity strategy grounded in empirical research and executed with institutional discipline. The model focuses on identifying established, blue-chip Canadian companies trading at sustained valuation premiums relative to their respective history —backed by fundamentals—not market hype.

For $149 per year, subscribers gain access to the same quantitative model and outputs used to produce the back-tested results you’ve reviewed. The value proposition is straightforward: a repeatable, time-tested framework that has historically outperformed the TSX.

Here’s the Math

Consider a $5,000 investment portfolio. A 5.5% annualized edge over the TSX translates to $275 in added return—more than covering the annual subscription.

At $10,000+? You're getting multiples of value, compounded annually.

This doesn’t account for the time saved by avoiding:

  • Ad hoc stock screening
  • Reacting to market noise or short-term news cycles
  • Following discretionary advice with no track record

True North Alpha offers something rare in the Canadian equity space, particularly for the individual investor: a back-tested, systematic process with clarity, structure, and full transparency.

What You Receive

  • Quarterly Model Portfolio
    A curated list of 10–14 Canadian equities based on the latest model rankings
  • Annual Rebalance Guidance
    Clear implementation instructions for investors tracking the model
  • Quarterly Performance Reporting
    Objective results vs. the TSX benchmark, with historical context
  • Light Commentary on Model Changes
    Focused notes only when material changes occur; no speculation

Designed for Serious Investors

No daily emails. No market predictions. Just a data-driven approach designed to enhance long-term Canadian equity performance with minimal noise and maximum discipline.

$149/year. Cancel anytime.
Clear pricing. Full access to the strategy.